Bank of America’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
6,843
-1,022
| -13% | -$51.8K | ﹤0.01% | 4987 |
|
|
2025
Q1 | $371K | Sell |
7,865
-3,639
| -32% | -$172K | ﹤0.01% | 4886 |
|
|
2024
Q4 | $533K | Buy |
11,504
+4,221
| +58% | +$195K | ﹤0.01% | 4660 |
|
|
2024
Q3 | $332K | Buy |
7,283
+450
| +7% | +$20.5K | ﹤0.01% | 4896 |
|
|
2024
Q2 | $253K | Buy |
6,833
+1,314
| +24% | +$48.6K | ﹤0.01% | 4960 |
|
|
2024
Q1 | $207K | Sell |
5,519
-5,306
| -49% | -$199K | ﹤0.01% | 5041 |
|
|
2023
Q4 | $434K | Buy |
10,825
+2,674
| +33% | +$107K | ﹤0.01% | 4713 |
|
|
2023
Q3 | $245K | Buy |
8,151
+338
| +4% | +$10.1K | ﹤0.01% | 4927 |
|
|
2023
Q2 | $230K | Sell |
7,813
-7,103
| -48% | -$209K | ﹤0.01% | 4927 |
|
|
2023
Q1 | $455K | Sell |
14,916
-5,323
| -26% | -$162K | ﹤0.01% | 4677 |
|
|
2022
Q4 | $740K | Buy |
20,239
+3,404
| +20% | +$124K | ﹤0.01% | 4422 |
|
|
2022
Q3 | $544K | Buy |
16,835
+1,179
| +8% | +$38.1K | ﹤0.01% | 4595 |
|
|
2022
Q2 | $488K | Sell |
15,656
-4,950
| -24% | -$154K | ﹤0.01% | 4755 |
|
|
2022
Q1 | $677K | Sell |
20,606
-165
| -0.8% | -$5.42K | ﹤0.01% | 4899 |
|
|
2021
Q4 | $606K | Sell |
20,771
-54
| -0.3% | -$1.58K | ﹤0.01% | 4947 |
|
|
2021
Q3 | $597K | Sell |
20,825
-1,933
| -8% | -$55.4K | ﹤0.01% | 4726 |
|
|
2021
Q2 | $616K | Sell |
22,758
-9,412
| -29% | -$255K | ﹤0.01% | 4564 |
|
|
2021
Q1 | $796K | Buy |
32,170
+1,562
| +5% | +$38.6K | ﹤0.01% | 4439 |
|
|
2020
Q4 | $563K | Buy |
30,608
+10,632
| +53% | +$196K | ﹤0.01% | 4255 |
|
|
2020
Q3 | $285K | Sell |
19,976
-1,131
| -5% | -$16.1K | ﹤0.01% | 4489 |
|
|
2020
Q2 | $347K | Buy |
21,107
+16,673
| +376% | +$274K | ﹤0.01% | 4362 |
|
|
2020
Q1 | $69K | Sell |
4,434
-936
| -17% | -$14.6K | ﹤0.01% | 5127 |
|
|
2019
Q4 | $141K | Buy |
5,370
+80
| +2% | +$2.1K | ﹤0.01% | 5033 |
|
|
2019
Q3 | $127K | Buy |
5,290
+58
| +1% | +$1.39K | ﹤0.01% | 5120 |
|
|
2019
Q2 | $123K | Buy |
5,232
+1,347
| +35% | +$31.7K | ﹤0.01% | 5138 |
|
|
2019
Q1 | $79K | Sell |
3,885
-2,597
| -40% | -$52.8K | ﹤0.01% | 5238 |
|
|
2018
Q4 | $127K | Sell |
6,482
-773
| -11% | -$15.1K | ﹤0.01% | 5054 |
|
|
2018
Q3 | $168K | Buy |
7,255
+3,605
| +99% | +$83.5K | ﹤0.01% | 4872 |
|
|
2018
Q2 | $95K | Sell |
3,650
-1,454
| -28% | -$37.8K | ﹤0.01% | 5095 |
|
|
2018
Q1 | $128K | Buy |
5,104
+2,821
| +124% | +$70.7K | ﹤0.01% | 4889 |
|
|
2017
Q4 | $50K | Buy |
2,283
+1,396
| +157% | +$30.6K | ﹤0.01% | 5267 |
|
|
2017
Q3 | $21K | Buy |
887
+437
| +97% | +$10.3K | ﹤0.01% | 5447 |
|
|
2017
Q2 | $10K | Sell |
450
-1,463
| -76% | -$32.5K | ﹤0.01% | 5647 |
|
|
2017
Q1 | $50K | Buy |
1,913
+276
| +17% | +$7.21K | ﹤0.01% | 5193 |
|
|
2016
Q4 | $39K | Buy |
1,637
+836
| +104% | +$19.9K | ﹤0.01% | 5261 |
|
|
2016
Q3 | $19K | Sell |
801
-20
| -2% | -$474 | ﹤0.01% | 5374 |
|
|
2016
Q2 | $19K | Buy |
821
+373
| +83% | +$8.63K | ﹤0.01% | 5459 |
|
|
2016
Q1 | $10K | Buy |
448
+239
| +114% | +$5.34K | ﹤0.01% | 5553 |
|
|
2015
Q4 | $5K | Sell |
209
-541
| -72% | -$12.9K | ﹤0.01% | 5850 |
|
|
2015
Q3 | $18K | Buy |
750
+746
| +18,650% | +$17.9K | ﹤0.01% | 5315 |
|
|
2015
Q2 | $0 | Sell |
4
-26
| -87% | – | ﹤0.01% | 6199 |
|
|
2015
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 5765 |
|
|
2014
Q4 | – | Sell |
-264
| Closed | -$6K | – | 5962 |
|
|
2014
Q3 | $6K | Sell |
264
-536
| -67% | -$12.2K | ﹤0.01% | 5586 |
|
|
2014
Q2 | $19K | Buy |
+800
| New | +$19K | ﹤0.01% | 5382 |
|
|
2014
Q1 | – | Sell |
-174
| Closed | -$4K | – | 5865 |
|
|
2013
Q4 | $4K | Buy |
+174
| New | +$4K | ﹤0.01% | 5611 |
|